SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,013
New
Increased
Reduced
Closed

Top Sells

1 +$4.43M
2 +$3.73M
3 +$2.51M
4
NVDA icon
NVIDIA
NVDA
+$2.34M
5
AMZN icon
Amazon
AMZN
+$1.98M

Sector Composition

1 Technology 16.37%
2 Financials 8.52%
3 Consumer Discretionary 5.41%
4 Healthcare 5.31%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5.72K ﹤0.01%
187
-113
2002
$5.71K ﹤0.01%
98
-51
2003
$5.7K ﹤0.01%
633
-2,677
2004
$5.68K ﹤0.01%
62
2005
$5.68K ﹤0.01%
188
-22
2006
$5.68K ﹤0.01%
58
-66
2007
$5.68K ﹤0.01%
886
+144
2008
$5.63K ﹤0.01%
105
+2
2009
$5.59K ﹤0.01%
167
-147
2010
$5.56K ﹤0.01%
54
-82
2011
$5.5K ﹤0.01%
199
-1
2012
$5.5K ﹤0.01%
75
-25
2013
$5.48K ﹤0.01%
56
-20
2014
$5.48K ﹤0.01%
72
-154
2015
$5.48K ﹤0.01%
57
-3
2016
$5.48K ﹤0.01%
53
-92
2017
$5.46K ﹤0.01%
370
-276
2018
$5.45K ﹤0.01%
47
-105
2019
$5.45K ﹤0.01%
116
-368
2020
$5.44K ﹤0.01%
29
+6
2021
$5.43K ﹤0.01%
168
+44
2022
$5.4K ﹤0.01%
+114
2023
$5.38K ﹤0.01%
16
-33
2024
$5.36K ﹤0.01%
57
-112
2025
$5.34K ﹤0.01%
45
-14